Finance Associate

Finance Associate - Health-tech AI SaaS, Remote

Location: Remote, New York 

Jaan Health’s team is growing! We’re looking for a talented Finance Associate to join our lean, high-impact team. In this role, you’ll work closely with the CFO and VP of Finance to manage core financial operations, deliver insights to support decision-making, and lead cross-functional strategic initiatives. This is a strong opportunity for someone who wants hands-on exposure to operating a high growth SaaS business in the healthcare space.

Who We Are:
Jaan Health is a rapidly growing healthcare technology company on a mission to transform healthcare by powering proactive care at population scale. Our AI-powered virtual care SaaS platform, Phamily, enables physicians and care teams to better manage patients' chronic conditions and general health needs between visits while increasing financial sustainability for health systems and medical groups. We've helped tens of thousands of patients since our founding. We need your help to serve even more
patients.

Who You Are:
The ideal candidate will possess many of the following professional and personal abilities, attributes,
and experiences:
● Passionate about our mission and working on products that improve lives
● Deep comfort with spreadsheets, financial reporting, and operational detail
● Self-directed quick learner and analytical problem solver
● Clear, concise communicator who asks sharp questions and follows through
● Perfects every detail, but limits the number of details
● Comfortable owning workstreams independently in a small, agile team
● Interest in healthcare, software, or data-driven businesses

Key Responsibilities:

● Oversee financial reporting, budgeting, forecasting, and cash flow tracking
● Prepare internal financial summaries and dashboards for leadership and stakeholders
● Utilize Excel, SQL and data analytics tools to analyze financial and operational data
● Identify and implement improvements to finance and business operations workflows
● Monitor and report on KPIs, along with insights
● Evaluate and improve operational processes to enhance efficiency
● Partner with Product, Ops, Growth and Customer Success teams to support key initiatives
● Research and identify potential growth and partnership opportunities
● Support investor or board reporting requests as needed

What Skills You’ll Need:

● 2 to 3 years of experience in investment banking, consulting, startup finance or a related
field; healthcare or SaaS industry experience a plus
● Bachelor's Degree in Finance, Economics, BBA, or related field required.
● Master's Degree in Finance, Economics, MBA, or related field preferred.
● Advanced Excel skills; comfort with SQL or Python for data analysis
● Strong financial modeling, reporting, and analytical abilities
● Entrepreneurial mindset focused on solving complex challenges
● Strong communication and presentation skills
● High attention to detail with ability to prioritize what matters
● Adaptable and energized by fast-paced environments

What You Gain:

● Hands-on experience operating and scaling a high-growth SaaS startup
● Direct exposure to strategic decision-making and cross-functional leadership
● Fast learning curve with opportunities to own high-impact projects
● A launchpad for future roles in startups, investing, or entrepreneurship

We’re excited to see how you can make a difference in our expanding team!

Our Compensation & Benefits:

• Competitive compensation commensurate with experience
• Potential to earn equity based on performance
• We embrace a remote working environment
• Medical, Dental, and Vision coverage for employees and dependents at a nominal cost 
• Vision coverage for employees and dependents at a nominal cost
• Paid Maternity Leave
• FSA and Dependent Care saving account options
• 401(k)
• A collaborative work environment

If you take pride in delivering results, embrace challenges, and proactively seek improvement, then this is the place for you. You will be part of a smart, self-aware, humble team dedicated to improving healthcare.

Jaan Health and Phamily provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. 

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